As a Registered Assistant, Michelle facilitates client communications, assists with meeting preparation, and helps support a wide range of client service needs. She works closely with Dave and Michael in many facets of the business and client relationship management.
Michelle earned her B.S. in Finance from Wright State University and holds the following licenses:
- Securities Industry Essentials (SIE)
Series 7 – General Securities Representative
- Series 66 - Uniform Combined State Law Examination
From Centerville and a proud Wright State graduate, Michelle enjoys spending time outdoors with her three dogs and making memories with friends and family.